News &
Resources

We host open office-hours weekly in the Cambridge Innovation Center (CIC), and regularly appear at The Venture Café.

Newsletter

For our clients, we produce our monthly eNewsletter, The Intelligent Investing Reporter. This commentary is our collective thoughts to keep investors informed on the global financial markets, monetary policy, and an outlook on relevant issues for our investment strategies.

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Past Issues

Please contact us if you would like a copy of past eNewsletters:

August 2016: Is the world flat, or maybe not?
July 2016: No Brexit off the equity highway
June 2016: Brexit's shock, rebound, and search for resolution
May 2016: Birthdays and anniversaries
April 2016: Commodities, tragedy plus time
March 2016: Winter of despair to the spring of hope
February 2016: Monkey business
January 2016: Under Pressure
December 2015: Paralyzed or paranormal markets?
November 2015: The Month the Earth Stood Still
October 2015: The Market Awakens…
September 2015: Does China Lead the US?
August 2015: Keep Calm and Carry On
July 2015: Greece plays with fire, burns bridges and markets
June 2015: Canada's Rush and Germany Bunds
May 2015: International stocks lead the way into May
April 2015: Negotiations and markets, both at high levels  
March 2015: Greece's enlightening, markets go go go!
February 2015: "A blizzard of Euros"
January 2015: Go big or go home...or both in 2014!
December 2014: Double trouble, oil and Ruble